Note: The job is a remote job and is open to candidates in USA. Your Money Line is a financial wellness platform combining AI-powered software with human coaching to help employees manage financial challenges. The Partner Marketing Manager will lead the post-acquisition partner marketing experience, building relationships with RIAs and benefits brokers, launching multichannel campaigns, driving activation and referrals, and scaling partner-growth programs.
Responsibilities
- Own the partner marketing experience after acquisition, from a standout onboarding through activation, referrals, retention, and expansion
- Build trusted relationships with RIAs, benefits brokers, and other financial-services partners. Learn how their businesses work, what matters to them, and what success looks like on both sides
- Create and launch multichannel campaigns across email, direct mail, webinars, events, print, and whatever channels best fit each partner and audience
- Bring joint opportunities to life with current partners and qualified prospects, engaging client audiences and generating referrals
- Team up with Sales to deepen relationships, spot new opportunities, and turn partner activity into pipeline and shared wins
- Re-engage inactive partners, increase adoption among paid-seat partners, and expand high-potential relationships across teams, clients, use cases, and seats
- Define what healthy partner growth looks like, then track activation, engagement, referrals, pipeline, retention, and expansion
- Take programs from idea to launch: shape the plan, bring the right people together, and roll up your sleeves to make it happen
- Experiment, learn quickly, and turn what works into a partner-growth playbook that can scale
Skills
- 4-7 years of experience in partner, customer, channel, or account-based marketing, or customer engagement
- Track record improving partner or client activation, engagement, retention, or growth
- A genuine talent for building and cultivating external relationships
- Strong copywriting, presentation, communication, and relationship-management skills, plus experience running multichannel programs
- Excellent project management skills; able to manage multiple priorities and deadlines in a fast-paced environment
- Understanding of marketing funnels, lead nurturing, and customer lifecycle marketing
- Hands-on experience using email marketing or automation platforms (HubSpot, Outreach, Zapier etc.) to build, measure, and improve campaigns
- A team-first approach to working with Sales and other functions. Their success feels like your success, and you're always looking for practical ways to help everyone win
- A bias toward action and a healthy dose of scrappiness. You're comfortable making decisions, testing new approaches, picking up useful tools, and adjusting quickly as you learn
- Applicants must also be legally authorized to work in the United States without the need for current or future employment visa Sponsorship
- Indianapolis-based candidates will be expected to work from our office 3 days per week
- Have worked in SaaS, at a startup, or on another fast-moving, close-knit team
- Know the RIA, wealth-management, financial-services, employee-benefits, or fintech landscape
- Experience building a partner or customer-growth program connected directly to referrals, pipeline, revenue, retention, or expansion
- Bachelor's degree in Marketing, Business, or a related field
- This is a hybrid role, with a preference for candidates based in Indianapolis, IN
Benefits
- Medical Insurance (Company pays 75% of the premium for all tiers)
- Health Savings Account with employer HSA contribution
- Dental and Vision Insurance
- Company Equity
- 401K with Company Match
- Unlimited Wellness Time Off
- Unlimited Paid Time Off
- Unlimited access to YML platform and resources
- Elective Accident, Disability, and other non-medical insurance coverages
- Monthly Technology Stipend (Remote Employees)
- Group-Life & AD&D Insurance
- Paid Paternity, Maternity, and Adoption Leave
- Flexible Spending Accounts and Dependent Care Flexible Spending Account
Company Overview